Financial Planner

hace 2 semanas


Tlahuac, México TECH - KLISH MEXICO A tiempo completo

Financiera privada solicita:
FINANCIAL PLANNER

**Requisitos**:

- Licenciatura en desarrollo comercial, administración, ventas, legal, contabilidad, educación, finanzas u otro campo relacionado con los negocios.
- Experiência laboral Comercial en Empresas Financieras no Bursátiles (Fondos de inversión, SOFOM, Fintech, Fundaciones)
- Cartera de clientes acostumbrados a inversiones patrimoniales no bursátiles.
- Experiência o conocimientos en ventas Forex, ventas servicios financieros, Trader financiero, Trader money manager, Broker financiero, Telemarketing
- Manejo de CRM (Salesforce, HubSpot, Sugar)

**FUNCIONES**:

- Completar la capacitación propia en finanzas, planificación patrimonial, estrategias de inversión y productos.
- Contactar a inversionistas y ofrecerles nuestra oferta de servicios en gestión patrimonial a través de inversión en el mercado de divisas (FOREX),
- Eficazmente buscar clientes potenciales y emplear técnicas de adquisición de clientes.
- Consultar con los clientes sobre estrategias de gestión de patrimonio basadas en sus objetivos financieros y de inversión.
- Balancear las actividades de referencia, el seguimiento de clientes y las tareas administrativas.

**OFRECEMOS**:

- Sueldo de $20,000 NETOS
- Comisiones de 1% mensual (no topadas) sobre inversiones
- Bonos, premios y aceleradores de ventas muy interesantes durante el año.
- Prestaciones de Ley
- Vacaciones 20 días promedio (2 semanas en Dic / Semana Santa / 2 Semanas abiertas en el año)
- Capacitación constante
- Seguro Gastos Médicos Mayores (4to mes)
- Horario: Lunes a Viernes 9:00 a 6:00
- Lugar de trabajo: Flexible (Campo, Home Office y Oficina

Tipo de puesto: Tiempo completo

Salario: $20,000.00 - $80,000.00 al mes

Horario:

- Horario flexible
- Turno de 8 horas


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